External Reporting - Associate

You are a strategic thinker passionate about driving solutions in External Reporting. You have found the right team.

As an External Reporting Associate in our Finance team, you will spend each day defining, refining, and delivering set goals for our firm.

Our external reporting function is responsible for overseeing the financial statements and external reporting. We ensure a robust control environment, apply USGAAP/IFRS in compliance with corporate and regulatory requirements, and understand the uses and reporting of financial statements.

Job responsibilities 

• Apply up-to-date product, industry, and market knowledge in specialty areas of reporting.
• Consolidate, review, and analyze financial data for accuracy and completeness, performing period-over-period variance analytics.
• Coordinate data collection and business results with various lines of business, Regulatory Controllers, and SEC reporting teams.
• Assist in thoroughly assessing issues, outcomes, and resolutions.
• Communicate financial information clearly to the lines of business and flag potential issues.
• Participate in the production, review, and filing of monthly, quarterly, semi-annual, and annual reports for various regulatory agencies.
• Adhere to proof and control procedures to ensure accurate reconciliation between regulatory filings, SEC filings, and other published financial reports.
• Follow various control procedures and edit checks to ensure the integrity of reported financial results.
• Ensure accurate and complete data submission to the Regulators.
• Interpret and define regulatory and/or SEC requirements and coordinate internal and external policies. Establish and manage relationships with the line of business and external regulatory agency constituents through ongoing partnership and dialogue.
• Participate in continuous improvement efforts around data quality review and external reporting improvement projects.

Required qualifications, capabilities, and skills:

• 3+ years in a Finance organization with exposure to accounting, financial statements, and/or regulatory reporting
• Experience in Product Control, Financial Control or knowledge of SEC reporting/Reg Reporting 
• Strong skills in time management, problem solving, written and oral communication
• Team player, with ability to work effectively across diverse functions, locations and businesses
• Strong analytical skills

Preferred qualifications, capabilities, and skills:

• Chartered Accountant/ Master's degree in Accounting or Finance preferred
• Project management experience/skills 
• Proficient in MS Excel and Business Intelligent Solutions like Alteryx, Tableau or Python
• Prior experience with US regulatory filings (TIC/FFIEC009/FR2510)